Brown Shipley vs IQ Wealth

This is the new application that allows Brown Shipley’s clients to access their portfolios. Thanks to a secure but simple access, the application provides clients with the following features: - An overview of the evolution of assets and transactions - A detailed analysis and consolidated view of portfolios - Contact to their relationship manager(s) via secure messaging - View and print options for on-line documents - Access to a range of relevant information for clients If you are a Brown Shipley client and would like access the Brown Shipley application, please download the app and contact your Relationship Manager to arrange access.

The IQ Wealth app is a service provided by Investment Quorum and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, and property can be tracked together with all of the associated paperwork. One place for everything financial. Here’s a few of the things IQ Wealth can help you with – • From a single investment to an extensive investment portfolio; the app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Making better financial decisions and answering questions such as; Can I afford to buy a house? Am I saving enough towards my retirement? When can I retire? • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? IQ Wealth makes understanding and keeping track of your money both easy and safe. The IQ Wealth app is available to clients of Investment Quorum. If you don't already have access to your own IQ Wealth account, contact the team at info@investmentquorum.com.